Teams at Co-operators

Build and manage an insurance agency, prospect clients, provide financial security guidance, develop business and marketing plans, cultivate community relationships, recruit and coach employees, drive sales growth, and ensure licensing, ethical, legal, and corporate compliance.

Build and manage a community-based insurance and financial services agency. Responsibilities include selling products, prospecting, networking, advising clients on risk and financial goals, developing business and marketing plans, cultivating community relationships, and meeting growth objectives. Later training stages involve recruiting, coaching, mentoring, and managing agency staff. The role requires maintaining licenses, complying with regulations, and progressing toward independent agency ownership.

Provide virtual sales support, advanced education, case consultation, onboarding and training for brokers on life insurance products. Serve as subject-matter expert for needs analysis, develop broker relationships, support sales goals and collaborate with marketing and distribution teams to drive sales initiatives and quarterly sales themes.